+161.0%
VTRS vs DRI
+7,437.5%
-7,276.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.2% |
| 7D | -0.1% | -1.2% | +1.1% | +0.2% |
| 30D | +1.9% | -0.4% | +2.2% | +1.8% |
| 3M | +5.1% | +9.5% | -4.5% | +2.6% |
| 6M | +20.1% | +6.5% | +13.6% | +17.9% |
| YTD | +36.6% | +18.4% | +18.1% | +30.4% |
| 1Y | +64.1% | +4.2% | +59.9% | +61.0% |
| 3Y | +86.4% | +57.1% | +29.3% | +64.5% |
| 5Y | +40.9% | +70.4% | -29.5% | +21.0% |
| 10Y | -48.7% | +354.0% | -402.8% | -67.0% |
| All | +161.0% | +7,437.5% | -7,276.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling